William Carmody, financial advisor Honesdale PA
93 score

William Carmody

CRD Number: 3142440
Current Firm: Cetera Investment Advisers LLC

William Carmody (CRD# 3142440) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Honesdale, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Honesdale, PA Jan 2014 - Current 2
Honesdale National Bank Honesdale, PA May 2013 - Current 3
Cetera Investment Services LLC St.cloud, MN May 2013 - Current 3
Sagepoint Financial, Inc. Clarks Summit, PA Jan 2009 - May 2013 4
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for William J. Carmody
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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